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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
176
Merit Financial Group
Georgia
$580K +$580K +23,572 New
CWP
177
Concord Wealth Partners
Virginia
$571K -$3.37M -136,806 -85%
TIM
178
Tortoise Investment Management
New York
$562K -$404K -16,408 -42%
BIA
179
Bell Investment Advisors
California
$549K -$554K -22,490 -50%
FMC
180
First Merchants Corp
Indiana
$548K -$324K -13,146 -37%
HFS
181
Horizon Financial Services
North Carolina
$547K -$71.9K -2,922 -12%
RW
182
Rede Wealth
Virginia
$539K -$420K -17,064 -44%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$534K +$152K +6,156 +40%
AssetMark Inc
184
AssetMark Inc
California
$529K -$8.21M -333,418 -94%
IWM
185
IHT Wealth Management
Illinois
$521K -$39.7K -1,614 -7%
CAN
186
Cetera Advisor Networks
California
$517K +$517K +21,020 New
AIM
187
Acropolis Investment Management
Missouri
$507K +$507K +20,600 New
RP
188
Riverwater Partners
Wisconsin
$506K -$322K -13,068 -39%
JWM
189
JFG Wealth Management
Colorado
$505K +$41.5K +1,688 +9%
GVAG
190
Great Valley Advisor Group
Delaware
$503K +$194K +7,880 +63%
ZF
191
Zhang Financial
Michigan
$499K +$9.35K +380 +2%
CST
192
Charles Schwab Trust
Nevada
$497K -$253K -10,278 -34%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$484K +$484K +19,680 New
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$484K -$499K -20,278 -51%
TSA
195
Tri-Star Advisors
Texas
$480K
HWM
196
HB Wealth Management
Georgia
$466K -$57.9K -2,354 -11%
OMC
197
Old Mission Capital
Illinois
$465K +$465K +18,894 New
AMG
198
Asset Management Group
Connecticut
$458K +$3.89K +158 +0.9%
BWM
199
Birchcreek Wealth Management
Ohio
$457K
BAM
200
Belpointe Asset Management
Nevada
$454K +$454K +18,450 New